CEO and Financial Advisor, Outlook Financial Center, LLC and Wellness Investment Advisers LLC
Rob leads the team on case design, investment management and day-to-day corporate management. He is licensed to offer investment advice in all 50 states and insurance products in multiple states.
Rob is a graduate of the US Naval Academy with a Bachelor of Science in Electrical Engineering, an MBA from the University of New Haven and a Certificate in Financial Planning from Kaplan University. His professional memberships include the International Association of Registered Financial Consultants, Million Dollar Round Table, Kiwanis and the Optimists. He is also registered with the IRS as a professional tax preparer.
Rob and his wife, Cheryl, have 8 children 18 grandchildren, one great granddaughter, and two very spoiled dogs. Rob and Cheryl are active in their church where Rob serves as a deacon and Cheryl is the secretary of the church council.
Financial Advisor, Wellness Investment Advisers LLC
Lori leads our Empowering Women initiatives for the company from our Troy, OH office. Her licensing allows her to offer investment advice in all 50 states and insurance products in multiple states.
Lori began working in the financial services field over 20 years ago. She then took time off from the industry to raise her family, become an accomplished chef and follow her passion for horses (she owns six!). She has two children, a granddaughter and lives with her husband, Tony, and her family on their mini-farm.
Fiduciary Planner, Wellness Investment Advisers LLC
Logan leads our office in Dublin, OH. He has over 18 years of experience in the financial services industry with an emphasis on investment strategies for individuals and small businesses. His licensing allows him to offer investment advice in all 50 states and insurance products in multiple states.
Logan is a graduate of the University of Nebraska with a degree in Business Administration. While in college, he met the love of his life, Karen. They have two children and are very active in their children’s sports and extracurricular activities.
Office Manager, Outlook Financial Center, LLC and Wellness Investment Advisers LLC
Amber is our office manager for our Troy, OH office. She is working on her degree in business and HR management while obtaining licensing to better serve our clients and staff. She is the friendly voice that our clients have grown accustomed to hearing when calling in to our office, and she takes great pleasure in making sure they are each taken care of.
Amber enjoys spending time with her husband, Josh, and their two young children. She also enjoys spending time sewing, being in the garden and taking care of their animals.